Institutional Ownership Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV). We have compiled data on the 1,081 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
11,087
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
10,998
shares
|
$1.11 Million
1.01% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
10,949
shares
|
$1.1 Million
0.73% of portfolio
|
Q4 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,925
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,910
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
10,730
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
10,552
shares
|
$1.06 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
10,542
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
10,416
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,389
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 163.01%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
10,327
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2025
Reduced 24.25%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,131
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
10,091
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
10,050
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2025
Reduced 39.55%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,000
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,854
shares
|
$990,622
0.07% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,852
shares
|
$990,421
0.01% of portfolio
|
Q3 2025
Reduced 66.39%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
9,671
shares
|
$972,225
0.85% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
9,626
shares
|
$967,701
0.64% of portfolio
|
Q4 2025
Reduced 64.39%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
9,625
shares
|
$967,601
0.96% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
9,452
shares
|
$950,209
0.01% of portfolio
|
Q3 2025
Reduced 43.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
9,413
shares
|
$946,288
0.03% of portfolio
|
Q3 2025
Reduced 43.55%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
9,410
shares
|
$945,987
0.79% of portfolio
|
Q4 2025
Reduced 12.17%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
9,340
shares
|
$938,950
0.28% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
9,284
shares
|
$933,320
0.32% of portfolio
|
Q3 2025
Added 375.13%
|
|